Kris is great at working with the client, knowing their needs and goals, and crafting specific action items and ways to go about it. He is not pushy, but pushes back on all the things he should. Most people don't know what they don't know, and Kris is great at point that out and giving advice accordingly. He also helps prioritize goals, and make them understandable and digestible with easy to follow plans and helps to hold you accountable for it! He is the best balance against falling behind, and is proactive. He's a great coach, sounding board, and advisor on all things financial!
Relationship to Financial Advisor: Client as of May 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.